As the asset management industry shows signs of growth after the economic downturn, firms are concerned with their ability to keep up with globalization, perform at scale and work with end-clients that are demanding transparency and insights into their holdings and their respective performance.

PORTIA is the premier middle-to-back office platform, offering the broadest functionality in the market.  PORTIA handles all of your needs – from handling an exhaustive list of global asset types and functioning in multiple currencies to providing presentation-quality reporting for your end clients and scaling to exceed the performance needs of the world’s largest asset managers.

In addition, PORTIA is flexible to deploy and implement, integrating with any other systems you might use.  And our solutions are easy to use and maintain, making PORTIA the ideal choice for asset managers looking for a platform that will scale with their business over time.

We understand that wealth managers’ core responsibility is servicing their end-client.  Coming out of an economic downturn, investors want more transparency into their investments, providing an opportunity for firms to differentiate themselves on how they service clients.

PORTIA helps wealth managers focus on their core competency of investing money by addressing the operational needs of the entire middle-to-back office operations.  PORTIA provides flexible, presentation-quality reporting capabilities to ensure your end-clients are fully educated on their investments.  In addition, PORTIA has deep performance and risk analysis capabilities to help you better manage money on behalf of clients.  And since PORTIA can be installed, hosted or assist you with outsourcing your entire middle-to-back office, you can spend more time generating returns and less time worrying about your operations.

With PORTIA, wealth managers can deliver superior client service and retain and grow their assets while reducing operational risk and cost.

When selecting a vendor to support a family office, you want to work with solutions providers that are proven, reliable and trusted. PORTIA has been providing solutions to the middle-to-back office for over 25 years, for clients in 40+ countries.  

PORTIA provides family offices with holistic solutions to manage their operations that seamlessly integrate with other platforms and data feeds.  PORTIA handles an exhaustive list of global asset types, in multiple base currencies, enabling even the smallest family office to have the global reach and scalability of the largest fund managers.  PORTIA can be installed directly in your operations, hosted in Thomson Reuters data centers or can fully outsource your middle-to-back office, allowing you to select the deployment option that will save you the most money and hassle.  

With PORTIA, family offices can focus on investing while reducing operational risk, complexity and cost.

As the investment industry recovers from the recent economic downturn, many pension funds are expending valuable energy and time dealing with new processes and regulations, while simultaneously struggling to meet the increasing demand for transparency and risk management.  

PORTIA offers fully integrated solutions to help pension funds navigate the new operational landscape.  PORTIA has a deep history of handling global asset types with ease, including fixed income assets in both developed and emerging markets.  PORTIA’s compliance and reporting solutions provide funds with transparency and clarity to help them better manage funds and deal with new regulatory requirements.  And PORTIA excels at performance management and analysis, providing you with the information needed to empower better decision-making that leads to improved returns.  

PORTIA is the right choice for pension funds looking for a flexible solution that is easily integrated and deployed, which will help them reduce operational costs and improve productivity.

More so than ever, corporations need hassle-free solutions to help them achieve returns on their investments without distracting them from their core business.  

Corporations that need a comprehensive platform to manage the assets of the firm look to PORTIA for its global asset coverage, ability to handle multiple currencies and seamless integration capabilities.  PORTIA supports a complete workflow from transaction recordkeeping, accounting, corporate actions processing, performance measurement and reporting and analysis, allowing companies to focus on their core business instead of their middle-to-back office operations.

In an uncertain regulatory landscape, insurance companies need a platform that supports their unique reporting and accounting needs, as well as a solution that supports their full middle-to-back office operations. These firms rely on PORTIA’s deep and broad functionality to help them adhere to accounting and regulatory reporting standards, including Schedule D.  Insurance firms also look to PORTIA solutions for performance measurement and reporting for internal stakeholders, clients and regulators.

The scalability and flexibility of PORTIA helps insurance companies meet all their middle-to-back office needs and ensures their platform keeps pace with new and changing requirements.

As central banks and sovereign wealth funds rebound from a difficult economic climate, they face scrutiny from regulators and sponsors looking for improved returns and greater transparency.

PORTIA offers a comprehensive platform to manage the assets and investments of these banks and funds. PORTIA processes the assets, securities and currencies that central banks and sovereign wealth funds operate in, and supports a complete workflow from transaction recordkeeping, accounting and corporate actions processing to performance measurement and reporting and analysis.  PORTIA’s ability to operate in multiple base currencies and handle practically any asset class enables funds to extend the global reach of their operations.

PORTIA is a complete solution for funds’ middle-to-back office needs and allows investment managers to eliminate manual processes, ensure data and reporting accuracy and reduce operational risk.

As the investment world converges and investors seek new ways to achieve returns, hedge funds face intense competition to capture market share.

PORTIA provides hedge fund managers with the complete solutions they need to manage their middle-to-back office, including systems to support investment strategies that will win market share.  To achieve the efficiencies needed to remain competitive, PORTIA offers a range of features from flexible hedge strategies and comprehensive performance measurement to global asset type coverage and a customizable accounting ledger.

With flexible deployment options and seamless integration to other systems and data sources, PORTIA is designed to meet the unique middle-to-back office needs of hedge fund managers.